Institutions / JJJ Advisors Inc.
JJJ Advisors Inc.
CIK 1598561 · Institution · as of Jun 30, 2024
Portfolio value
$477.13M
Positions
1,088
As of
Jun 30, 2024
Portfolio trend
Portfolio value
$477.13M+1.6%Positions
1,088-0.2%Holdings
Jun 30, 2024View all 1,088 →
| Company | Value | % of portfolio |
|---|---|---|
| iSHARES TRUST | $63.89M | 13.4% |
| American Centy ETF TrAVDE | $40.00M | 8.4% |
| iShares TrAGG | $35.46M | 7.4% |
| ETF Ser SolutionsDSTL | $31.83M | 6.7% |
| WisdomTree U.S. Quality Dividend Growth Fund | $24.25M | 5.1% |
| Schwab Strategic TrSCHD | $19.70M | 4.1% |
| Schwab Strategic TrFNDA | $18.44M | 3.9% |
| Columbia ETF Tr IIXCEM | $14.39M | 3.0% |
| Pacer Fds TrCALF | $14.03M | 2.9% |
| First Tr Exchng Traded Fd VIUCON | $12.96M | 2.7% |
| Apple IncAAPL | $10.38M | 2.2% |
| J P Morgan Exchange Traded FJCPB | $9.87M | 2.1% |
| J P Morgan Exchange Traded FJPST | $8.53M | 1.8% |
| Microsoft CorpMSFT | $8.12M | 1.7% |
| Pacer Fds TrCOWZ | $6.18M | 1.3% |
| Progressive CORP/OHPGR | $6.08M | 1.3% |
| Nvidia CorpNVDA | $5.17M | 1.1% |
| Vanguard Mun Bd FdsVTEB | $4.47M | 0.9% |
| Vanguard Index FdsVTI | $4.31M | 0.9% |
| Global X FdsCATH | $4.00M | 0.8% |
| Schwab Strategic TrFNDX | $3.73M | 0.8% |
| Amazon Com IncAMZN | $3.63M | 0.8% |
| Schwab Strategic TrSCHZ | $3.39M | 0.7% |
| Gallagher Arthur J & CoAJG | $2.70M | 0.6% |
| Alphabet Inc.GOOG | $2.46M | 0.5% |
Activity
Jun 30, 2024View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2024 as of | Trim Other (per filing) | iSHARES TRUST fund | $-80.00M | -174K -54.82% | 143,548 13.82% of portfolio | high |
| Q1 2022 as of | New Other (per filing) | JPST Jpst | $28.92M | +575K | 575,268 6.06% of portfolio | medium |
| Q4 2021 as of | Add Other (per filing) | SCHG Schg | $23.48M | +143K +923.23% | 158,897 5.45% of portfolio | medium |
| Q1 2022 as of | Trim Other (per filing) |